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Southern Missouri Bancorp
SMBC

65 hedge funds and large institutions have $139M invested in Southern Missouri Bancorp in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 12

0.9% more ownership

Funds ownership: 47.51% → 48.41% (+0.9%)

2% less funds holding

Funds holding: 66 → 65 (-1)

7% less capital invested

Capital invested by funds: $150M → $139M (-$11M)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
65
Holders Change
-1
Holders Change %
-1.52%
% of All Funds
1.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
6
Increased
29
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
Royce & Associates
New York
+$1.11M
2
Renaissance Technologies
Renaissance Technologies
New York
+$867K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$769K
4
State Street
State Street
Massachusetts
+$706K
5
BlackRock
BlackRock
New York
+$567K

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.27M
2
FCM
FJ Capital Management
Virginia
-$988K
3
BCM
Bridgeway Capital Management
Texas
-$712K
4
Morgan Stanley
Morgan Stanley
New York
-$521K
5
CCMG
Clark Capital Management Group
Pennsylvania
-$312K
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$557K -$17.6K -511 -3%
BCM
27
Bridgeway Capital Management
Texas
$462K -$712K -20,700 -58%
SB
28
Simmons Bank
Arkansas
$462K – – –
SMC
29
Smith, Moore & Co
Missouri
$439K -$3.37K -98 -0.7%
TCIM
30
TIAA CREF Investment Management
New York
$397K -$1.45K -42 -0.3%
Millennium Management
31
Millennium Management
New York
$392K +$438K +12,740 New
Wells Fargo
32
Wells Fargo
California
$372K +$33.7K +980 +9%
TA
33
Teachers Advisors
New York
$358K – – –
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$342K – – –
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$313K +$8.81K +256 +3%
Ameriprise
36
Ameriprise
Minnesota
$293K +$327K +9,500 New
CCMG
37
Clark Capital Management Group
Pennsylvania
$240K -$312K -9,076 -54%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$234K – – –
AllianceBernstein
39
AllianceBernstein
Tennessee
$222K +$13.8K +400 +6%
Acadian Asset Management
40
Acadian Asset Management
Massachusetts
$168K +$142K +4,121 +309%
AIG
41
American International Group
New York
$144K +$551 +16 +0.3%
US Bancorp
42
US Bancorp
Minnesota
$123K – – –
MIM
43
MetLife Investment Management
New Jersey
$111K – – –
SO
44
STRS Ohio
Ohio
$98K – – –
Barclays
45
Barclays
United Kingdom
$94K +$95.2K +2,767 +981%
Bank of America
46
Bank of America
North Carolina
$91K -$97.5K -2,832 -49%
SEI Investments
47
SEI Investments
Pennsylvania
$90K +$101K +2,926 New
MLICM
48
Metropolitan Life Insurance Company (MetLife)
New York
$77.1K – – –
Federated Hermes
49
Federated Hermes
Pennsylvania
$74K +$4.68K +136 +6%
JP Morgan Chase
50
JP Morgan Chase
New York
$67K +$13K +377 +21%
1
2
3

SMBC Hedge Fund Activity: Q1 2019 in Review

65 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q1 2019, worth a combined $139M — down 7.3% from $150M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of SMBC and 6 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 29 added.

The largest buyer was Royce & Associates, adding an estimated $1.11M. The largest seller was Fidelity Investments, exiting entirely with an estimated $1.27M sold.

  • 65 institutional investors held Southern Missouri Bancorp (SMBC) as of Q1 2019, down from 66 in Q4 2018.
  • Funds reported $139M of Southern Missouri Bancorp stock for Q1 2019, down 7.3% quarter-over-quarter.
  • 6 funds opened new Southern Missouri Bancorp positions in Q1 2019 and 7 closed out, a net change of -1 holder.
  • The largest Southern Missouri Bancorp buyer in Q1 2019 was Royce & Associates, an estimated $1.11M added.
  • The largest Southern Missouri Bancorp seller in Q1 2019 was Fidelity Investments, an estimated $1.27M sold.

Based on aggregated 13F filings for Q1 2019.